Jason V. Voelker

AFFILIATED FINANCIAL ADVISORS

MILWAUKEE, WI 53226

Some features on this profile are disabled

CRD#: 4727322

Professional summary

Jason Vern Voelker, CFP® is a registered financial advisor currently at AFFILIATED FINANCIAL ADVISORS INC located in Milwaukee, Wisconsin.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jason has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Vern Voelker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

July 13, 2004 - Present

AFFILIATED FINANCIAL ADVISORS INC

Office #1: 2300 North Mayfair Road, Suite 405, Milwaukee, WI 53226

RIA

CRD#: 108154

MILWAUKEE, WI

Past

August 30, 2005 - December 31, 2009

CAPITAL FINANCIAL SERVICES, INC.

RIA

CRD#: 8408

MILWAUKEE, WI

Past

December 9, 2003 - May 31, 2011

CAPITAL FINANCIAL SERVICES, INC.

CRD#: 8408

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AFFILIATED FINANCIAL ADVISORS INC

CRD#: 108154 / SEC#: 801-57519

RIA

Registered Investment Advisory firm - (4/21/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(7/13/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/9/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/27/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/8/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/24/2005

General Securities Principal Examination

Current Firm

AFFILIATED FINANCIAL ADVISORS INC

CRD#: 108154 / SEC#: 801-57519

RIA

Registered Investment Advisory firm - (4/21/2000 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2600 North Mayfair Rd. Suite 200, Milwaukee, WI 53226

Mailing Address

Phone number

(414) 476-4999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (2/27/2026)

Regulatory assets under management

Total Number of Accounts	2,207
AUM (Assets Under Management)	$ 541,478,694

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Casey Berrall

BKM WEALTH MANAGEMENT

IAR

Brookfield, WI

Shelly Wohler

INDEPENDENT FINANCIAL PARTNERS

IAR

Brookfield, WI

Carson Biber

DRAKE & ASSOCIATES, LLC

IAR

WAUKESHA, WI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason V. Voelker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Vern Voelker's CRS (Customer Relationship Summary).

Certified licenses

Experience

AFFILIATED FINANCIAL ADVISORS INC

CAPITAL FINANCIAL SERVICES, INC.

CAPITAL FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

AFFILIATED FINANCIAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/9/2004

Series 63

Date: 2/27/2004

Series 7

Date: 12/8/2003

Series 24

Date: 8/24/2005

Current Firm

AFFILIATED FINANCIAL ADVISORS INC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AFFILIATED FINANCIAL ADVISORS INC

TRUST BUT VERIFY

Similar Advisors